Serve Robotics Guides for 60-75% Delivery Surge in Q2: Too Bold?
Facing the Competition: Can Serve Keep Pace With Uber and DoorDash?
As Serve targets 60% to 75% delivery volume growth in the second quarter, it finds itself increasingly in the orbit of larger players like Uber Technologies UBER and DoorDash DASH. Both Uber and DoorDash have invested heavily in autonomous and last-mile logistics, testing robotic delivery in select markets and partnering with startups to accelerate deployment.Uber, through its Uber Eats segment, has piloted sidewalk delivery robots in collaboration with Cartken and Motional, aiming to reduce last-mile costs. Meanwhile, DoorDash is expanding its own robotic trials while leveraging its scale and logistics infrastructure to stay ahead. Serve may be more nimble, but Uber's global delivery volume and DoorDash's deep merchant network create serious competitive pressure.As SERV aggressively scales its robot fleet, the question is whether it can compete on speed, reliability, and market coverage against giants like Uber and DoorDash. Their dominance could test Serve's ability to capture sustained share in urban delivery.
SERV Stock's Price Performance & Valuation Trend
Shares of this leading autonomous sidewalk delivery company have surged 79.7% in the past three months, significantly outperforming the Zacks Computers - IT Services industry, the Zacks Computer and Technology sector and the S&P 500 index, as you can see below.
SERV Share Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, SERV trades at a forward price-to-sales ratio of 26.11, significantly higher than the industry's average, as shown below.
SERV Valuation
Image Source: Zacks Investment Research
Earnings Estimate Trend of SERV Stock
SERV's bottom-line estimates for 2025 have remained unchanged at a loss of 93 cents over the past 30 days. The estimated figure for 2025 implies a decline from a loss of 67 cents per share reported a year ago.
SERV's Earnings Estimate Revision
Image Source: Zacks Investment Research
SERV stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
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